By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Omaha, NE – May 20, 2021 – Gold Family Wealth, a leading wealth management and financial planning firm based in Westport, Connecticut, and a member of the Carson Partners network, has added Daniel Armas, CFP®, as Managing Partner and Wealth Advisor.
Everyone loves a success story. Michael Gold, founder and wealth advisor of Gold Family Wealth, is one of those stories. He grew up in a tiny apartment in Queens, sharing a bedroom with his older sister. He struggled throughout his youth, trying and failing to overcome lackluster education …
For Michael Gold, president and CEO of Gold Family Wealth, clients become family. He is on a mission every day to enrich their lives and enhance their experience by delivering massive value in helping them realize their financial goals, while working to preserve and safeguard their wealth. …
“Trusts can be very powerful tools to transfer and protect family wealth for future generations,” says Michael Gold, president and CEO of Gold Family Wealth, a leading wealth management boutique. “Sometimes families end up becoming unhappy with their trusts because they proved to be the wro …
One of the driving forces behind much of entrepreneurship is the possibility to become affluent. There are certainly other strong motivating factors such as the desire to be creative and being in control. Still, becoming wealthy is regularly near the top of the list. However, in study upon …
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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